Microchip Technology Incorporated

NasdaqGS:MCHP Lagerbericht

Marktkapitalisierung: US$39.6b

Microchip Technology Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Microchip Technology wird ein jährliches Gewinn- und Umsatzwachstum von 33% bzw. 13.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 33.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 37% betragen.

Wichtige Informationen

33.0%

Wachstumsrate der Gewinne

33.38%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum30.5%
Wachstumsrate der Einnahmen13.1%
Zukünftige Eigenkapitalrendite37.04%
Analystenabdeckung

Good

Zuletzt aktualisiert20 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Sep 08

Microchip Technology: This Chip Stock Is Cheaper Than It Seems

Summary Microchip Technology is rated Buy as cyclical recovery combines with emerging structural growth from data centers and aerospace & defense. MCHP's valuation becomes notably more attractive from FY2028 onward, with P/E dropping to 16x and potential upside to $91–$103 per share. Data center revenue is accelerating, driven by PCIe Gen6 adoption and diversified product exposure, while industrial and automotive markets are rebounding. Key risks include mistaking cyclical recovery for structural growth and high debt limiting near-term capital returns beyond dividends. Read the full article on Seeking Alpha
Narrative-Update • Aug 21

MCHP: AI Data Centers And Industrial Demand Will Support Margin Upside

Analysts have trimmed the Microchip Technology fair value estimate from $112.96 to $108.64. This reflects updated assumptions around slightly softer revenue growth, a higher discount rate, and a lower future P/E multiple, even as Street research highlights margin support from improving industrial and automotive demand and the company’s data center exposure.
Narrative-Update • Aug 07

MCHP: Data Center Exposure And Edge AI Expansion Will Shape Next Phase

Analysts have lowered the Microchip Technology price target, with the model value moving from about $86.55 to $81.37. This change reflects more cautious assumptions on revenue growth, profit margins, and future P/E multiples, despite still supportive recent research commentary.
Narrative-Update • Jul 22

MCHP: Data Center Exposure And Defensive Pricing Will Shape Next Recovery Phase

Analysts have adjusted the Microchip Technology fair value estimate modestly higher to about $86.55 from roughly $83.72, citing updated expectations for revenue growth, profit margins, and future P/E. These changes are reflected across a mix of recent price target revisions and commentary on sector demand, pricing, and data center exposure.
Narrative-Update • Jul 08

MCHP: Data Center Exposure Will Drive Higher 2026 Margins And Repricing

Microchip Technology's analyst price target has been raised from about $86.67 to roughly $112.96 as analysts factor in recent data center revenue disclosures, selective pricing actions, and a broad wave of higher target updates across several research firms. Analyst Commentary Analysts are reacting to Microchip Technology's latest disclosures with a mix of optimism and caution, especially around the new data center revenue breakout, pricing actions, and the wave of higher price targets.
Narrative-Update • Jun 24

MCHP: Data Center Hype And Defensive Pricing Will Cap 2026 Recovery

Analysts have raised their fair value estimate for Microchip Technology from $69.00 to about $83.72, citing higher price targets across several firms that reference the new data center revenue breakout and selective pricing actions as key factors. Analyst Commentary Recent Street research on Microchip Technology reflects a mix of enthusiasm for the data center disclosure and pricing actions, paired with pockets of caution around how much good news is already reflected in the stock price.
Analyseartikel • Jun 18

Microchip Technology (MCHP) Stock Could Be 8.6% Overvalued After Strait Of Hormuz Deal

Microchip Technology (MCHP) is back in focus after a newly announced Middle East peace deal to reopen the Strait of Hormuz lifted sentiment around industrial and automotive activity tied to its analog and embedded chips. See our latest analysis for Microchip Technology. At a share price of US$94.11, Microchip Technology has seen a 7-day share price return of 7.05% and a 90-day share price return of 48.70%. The 1-year total shareholder return of 42.11% points to strong momentum rather than a...
Narrative-Update • Jun 06

MCHP: Data Center Breakout And Pricing Actions Will Support Higher Multiples

Narrative Update on Microchip Technology The analyst price target for Microchip Technology has moved to $135.00, with analysts pointing to recent data center revenue disclosures, selective pricing actions, and a broad wave of upward target revisions across major firms as key drivers of their updated view. Analyst Commentary Research coverage on Microchip Technology has been active, with multiple bullish analysts adjusting their price targets higher and highlighting specific company actions such as data center disclosures and pricing decisions.
Narrative-Update • May 23

MCHP: Rising Street Optimism Will Support Higher Future Trading Multiples

Microchip Technology's updated analyst price target has shifted from about $109.03 to $135.00. Analysts cite refreshed models that include revised revenue growth, profit margin and future P/E assumptions following a series of recent target increases across major firms.
Narrative-Update • Apr 22

MCHP: Policy Uncertainty Around AI Chip Exports Will Restrain 2026 Recovery

Analysts have maintained Microchip Technology's fair value estimate at $69.00 while making slight changes to assumptions for the discount rate, revenue growth, profit margin, and future P/E, following a mix of recent target hikes, trims, and rating changes across Wall Street. Analyst Commentary Recent research on Microchip points to a split view across Wall Street, with some firms lifting price targets and ratings while others trim targets or keep a more neutral stance.
Narrative-Update • Apr 08

MCHP: Mixed Ratings And Policy Shifts Will Test 2026 Recovery Timing

Analysts have raised the Microchip Technology fair value estimate to $69.00 from $63.76, reflecting updated views on revenue, profit margins and a lower future P/E. These changes are supported by a recent run of higher and mixed price targets across the Street.
Narrative-Update • Mar 25

MCHP: Broadening Edge AI And Auto Demand Will Support Higher 2026 Margins

Analysts have nudged the Microchip Technology price target slightly higher, with modest adjustments to fair value inputs such as revenue growth, profit margin, discount rate and future P/E. These changes reflect a mixed set of recent target hikes and trims, alongside generally constructive views on booking trends and margin potential.
Narrative-Update • Mar 10

MCHP: Booking Momentum And End Market Recovery Will Support Higher Multiples

Analysts have lifted their blended Microchip Technology fair value estimate from $90.00 to about $109.03 as they factor in higher modeled revenue growth, wider profit margins, a slightly higher discount rate, and a lower assumed future P/E. This aligns with a recent wave of price target revisions across the Street.
Narrative-Update • Feb 24

MCHP: Broadening Edge AI And Auto Demand Will Support 2026 Margins

Analyst price targets for Microchip Technology have edged slightly lower, with our fair value estimate moving from $86.96 to $86.60, as analysts balance recent target hikes tied to improving bookings and margin outlook with a few more cautious, neutral views on the shares. Analyst Commentary Recent research on Microchip Technology reflects a mix of optimism on the recovery story and some hesitation on how much of that is already reflected in the share price.
Analyseartikel • Feb 10

Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455

Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 10th...
Narrative-Update • Feb 09

MCHP: Broadening 2026 Demand Recovery Will Support Margins As Tariff Pressures Ease

Analysts have nudged our Microchip Technology fair value estimate higher to $86.96 from $75.12, reflecting updated views on revenue growth, profitability, and a mix of recent target changes that include multiple price target increases from firms citing stronger bookings, improved guidance, and a broadening recovery across key end markets, alongside a few more cautious revisions. Analyst Commentary Recent Street research on Microchip Technology shows a clear tilt toward more constructive views, with several firms adjusting price targets and a few taking a more cautious stance.
Narrative-Update • Jan 26

MCHP: Broad End Market Recovery Will Mask 2026 Timing Risk

Narrative Update on Microchip Technology Analysts have lifted their aggregate price target on Microchip Technology by roughly $5, citing higher modeled revenue growth, wider profit margins, and a lower assumed future P/E multiple as they update forecasts following a series of recent target increases across the Street. Analyst Commentary Recent Street research around Microchip Technology has been active, with a cluster of price target revisions and rating updates that give you a sense of how sentiment is evolving.
Narrative-Update • Jan 11

MCHP: Broad End Market Recovery Signals Limited Upside As 2026 Uncertainty Persists

Narrative Update on Microchip Technology Analysts have nudged our fair value estimate for Microchip Technology higher from US$57.00 to about US$59.05, reflecting updated assumptions for revenue growth, profitability, and a lower future P/E multiple, following a series of price target increases tied to stronger guidance and broad based end market recovery. Analyst Commentary Recent Street research on Microchip Technology has been active, with several firms adjusting their targets and highlighting different risk and reward trade offs.
Narrative-Update • Dec 24

MCHP: 2026 Demand Recovery Will Support Margins Amid Easing Tariff Overhang

Microchip Technology's analyst price target has been nudged higher to approximately $75 from about $74, as analysts factor in slightly faster long term revenue growth, modestly improved margin expectations, and a still elevated future earnings multiple despite recent target cuts from the Street. Analyst Commentary Analyst views on Microchip Technology remain mixed, with price targets drifting lower in the near term even as expectations for a multi year recovery support the stock's valuation framework.
Narrative-Update • Dec 10

MCHP: 2026 Demand Recovery Will Offset Near-Term Guidance Weakness And Policy Uncertainty

Our updated narrative price target for Microchip Technology edges up to $73.92 from $73.64, as analysts balance recent target cuts and cautious near term guidance against expectations for a gradual demand recovery and resilient long term earnings power. Analyst Commentary Analysts remain divided on Microchip Technology, with recent target cuts reflecting near term execution risk even as longer term recovery expectations underpin valuation support.
Narrative-Update • Nov 26

MCHP: Recent Guidance Dip Will Set Up Recovery By 2026 Amid Policy Shifts

Analysts have lowered their price target for Microchip Technology, with the consensus fair value decreasing from $74.68 to $73.64. The adjustment is attributed to cautious Q4 guidance, even though there are expectations of a longer-term recovery.
Analyseartikel • Nov 21

Some Microchip Technology Incorporated (NASDAQ:MCHP) Shareholders Look For Exit As Shares Take 27% Pounding

The Microchip Technology Incorporated ( NASDAQ:MCHP ) share price has fared very poorly over the last month, falling by...
Analyseartikel • Nov 12

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Microchip Technology Incorporated ( NASDAQ:MCHP ) will pay a dividend of $0.455 on the 9th of December. This means the...

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:MCHP - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/20298,1142,1752,4122,8239
3/31/20287,4211,7282,2622,63824
3/31/20276,3961,1821,8982,09623
6/30/20265,1223671,1111,198N/A
3/31/20264,713119871962N/A
12/31/20254,372-154820911N/A
9/30/20254,212-243754841N/A
6/30/20254,236-178726797N/A
3/31/20254,402-3772898N/A
12/31/20244,7573099701,122N/A
9/30/20245,4977821,5111,704N/A
6/30/20246,5871,3702,0302,277N/A
3/31/20247,6341,9072,6082,893N/A
12/31/20238,5412,3562,8153,172N/A
9/30/20238,9452,5173,1573,597N/A
6/30/20238,7642,3973,2983,774N/A
3/31/20238,4392,2383,1353,621N/A
12/31/20228,0502,0723,1713,659N/A
9/30/20227,6391,8442,7973,235N/A
6/30/20227,2151,5402,6483,053N/A
3/31/20226,8211,2862,4732,843N/A
12/31/20216,4449642,2332,544N/A
9/30/20216,0386471,9592,201N/A
6/30/20215,6984791,8752,045N/A
3/31/20215,4383491,8241,917N/A
12/31/20205,2983331,7901,839N/A
9/30/20205,2336081,6831,725N/A
6/30/20205,2616441,6121,665N/A
3/31/20205,274571N/A1,544N/A
12/31/20195,278645N/A1,576N/A
9/30/20195,365384N/A1,662N/A
6/30/20195,460371N/A1,753N/A
3/31/20195,350356N/A1,675N/A
12/31/20185,022328N/A1,631N/A
9/30/20184,64128N/A1,514N/A
6/30/20184,221121N/A1,377N/A
3/31/20183,981255N/A1,420N/A
12/31/20173,881246N/A1,383N/A
9/30/20173,721604N/A1,309N/A
6/30/20173,580450N/A1,181N/A
3/31/20173,408171N/A1,060N/A
12/31/20163,063101N/A939N/A
9/30/20162,76955N/A859N/A
6/30/20162,43984N/A787N/A
3/31/20162,173324N/A744N/A
12/31/20152,159356N/A720N/A
9/30/20152,147381N/A695N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: MCHPDas prognostizierte Gewinnwachstum (33% pro Jahr) liegt über der Sparquote (3.7%).

Ertrag vs. Markt: MCHPDie Erträge des Unternehmens (33% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (17.3% pro Jahr).

Hohe Wachstumserträge: MCHPEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: MCHPDie Einnahmen des Unternehmens (13.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13.5% pro Jahr).

Hohe Wachstumseinnahmen: MCHPDie Einnahmen des Unternehmens (13.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: MCHPDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (37%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/10 13:42
Aktienkurs zum Tagesende2026/09/10 00:00
Gewinne2026/06/30
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Microchip Technology Incorporated wird von 41 Analysten beobachtet. 24 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James KelleherArgus Research Company
Timothy LukeBarclays
Thomas O'MalleyBarclays